Onpipeline is a cloud-based CRM solution that helps you manage your sales, contacts and activities.
At Onpipeline, everything is deal-based. Creating a new deal allows you to add key details and contact information, as well as determine who sees the deal. Once saved, you can manage the deal by adding even more information such as description, categories and products, details and any related notes, calendar events, emails, files, phone calls or logs.
You can get leads through web forms and an API connection that helps you track deals without spending hours filling out forms. You can control the sales process and set events for your actions by synchronizing them with your Gmail or Outlook calendar.
The Onpipeline user interface is one of the most intuitive and well thought out software as a service user interfaces. The Report Dashboard offers a simple visualization of business performance. You can see all open trades, all won and lost trades. You can see events, completed events, and monthly income forecast.
If you need more detailed reports, you can view data according to sales report, sales forecast, sales by product, forecast by product, lost deals, open deals, events, completed events.